My clients have come to appreciate a CPA that works on individualized accounting issues that meet their accounting requirements within specified time deadlines. My 14 years experience as a Controller and CFO make me the ideal candidate to provide services for small to medium sized companies that cover:
- preparation and/or review of monthly, quarterly
or annual Financial Statements
- review of internal controls and accounting
department set up
- co-ordination of annual meetings of business
owners
- preparation and co-ordination for audits and
meetings with taxing authorities
- review of company benefits plan for purposes of
improving benefits to employees at more
reasonable costs
- review of company retirement plan for purposes of improving overall plan
performance and improving communication to plan participants
- problem solving other important company issues that may arise
Several clients who are not large enough to afford a full-time CFO have hired me to perform this function on an as-needed basis. In this way, they spend less money than if they hired a CFO full-time, yet receive the same high level of quality service that a CFO provides.
